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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

269 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
776	R.M. Davis Inc Portland, Maine	$109M	+$3.39M	8	4.62%	Increased
777	Washington Trust Westerly, Rhode Island	$109M	+$1.04M	10	6.66%	Increased
778	Highline Capital Management New York	$109M	+$549K	1	3.44%	Increased
779	NM Nokota Management New York	$108M	+$92.2M	6	3.06%	Increased
780	Northeast Investment Management Boston, Massachusetts	$108M	+$9.09M	9	9.81%	Increased
781	CA Cullinan Associates Louisville, Kentucky	$108M	+$19.8M	9	8.37%	Increased
782	Braun Stacey Associates New York	$107M	-$22.6M	7	6.97%	Reduced
783	TT International London, United Kingdom	$107M	-$8.53M	4	25.23%	Reduced
784	Salem Investment Counselors Winston Salem, North Carolina	$107M	+$4.85M	21	12.37%	Increased
785	Prince Street Capital Management New York	$106M	+$23M	4	17.26%	Increased
786	Darrell & King Charlottesville, Virginia	$106M	-$2.68M	4	15.91%	Reduced
787	Curi RMB Capital Chicago, Illinois	$105M	+$25.4M	11	3.01%	Increased
788	ARK Investment Management St. Petersburg, Florida	$105M	+$33.5M	13	20.49%	Increased
789	Birch Hill Investment Advisors Boston, Massachusetts	$105M	-$2.91M	7	9.3%	Reduced
790	Cerity Partners New York	$105M	-$141M	7	8.76%	Reduced
791	EULAV Asset Management Sarasota, Florida	$104M	-$3.2M	8	5.12%	Reduced
792	Old National Bancorp Evansville, Indiana	$104M	-$1.24M	16	5.72%	Reduced
793	Heritage Investors Management Corp Bethesda, Maryland	$104M	-$3.04M	10	6.97%	Reduced
794	SIM Stelliam Investment Management New York	$103M	-$1.59M	2	3.34%	Reduced
795	Advisors Capital Management Ridgewood, New Jersey	$103M	+$2.09M	9	8.46%	Increased
796	Amica Mutual Insurance Providence, Rhode Island	$103M	-$756K	13	9.42%	Reduced
797	Graticule Asia Macro Advisors New York	$103M	+$9.5M	3	4.89%	Increased
798	Wealthfront Palo Alto, California	$102M	+$5.61M	15	1.53%	Increased
799	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$102M	-$110M	1	9.02%	Reduced
800	Livforsakringsbolaget Skandia Stockholm, Sweden	$102M	+$72.5K	22	9.33%	Increased